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Donor Advised Fund Gift Opportunity Catalog July September 2011 BAPTIST FOUNDATION OF ILLINOIS Dear BFI Investor, As an advisor to a BFI Donor Advised Fund, you re both an enthusiastic giver and a

How to fill out donor advised fund gift

How to fill out a donor advised fund gift:

1. Research and select a donor advised fund (DAF) provider that aligns with your charitable giving goals and values. Consider factors such as fees, investment options, and administrative support.
2. Gather all necessary documentation, including information about the charity or charities you wish to support, your personal information, and any additional documentation required by the DAF provider.
3. Fill out the application or online form provided by the DAF provider. Provide accurate and complete information to ensure that your gift is processed correctly.
4. Determine the contribution amount and specify the charity or charities you want to support. Consider any restrictions or guidelines set by the DAF provider regarding minimum or maximum gift amounts and acceptable charitable organizations.
5. If you plan to contribute appreciated securities or other non-cash assets, consult with your financial advisor or the DAF provider to understand the process and any potential tax benefits.
6. Review and double-check the information you have provided before submitting the application or form. Ensure that all details are accurate and that you have followed any specific instructions provided by the DAF provider.
7. Submit the completed application or form to the DAF provider. Follow any additional steps or instructions provided by the provider to finalize the gift.
8. Keep records of your DAF contributions and any acknowledgments or receipts provided by the DAF provider. These records will be important for tax purposes and for future reference.

Who needs donor advised fund gift?

1. Individuals or families who want to make significant charitable contributions and retain flexibility in determining how and when those contributions are distributed.
2. Donors who want to take advantage of tax benefits associated with charitable giving, such as potential deductions for contributions made to a DAF.
3. Philanthropists who wish to involve their family members in the charitable giving process and pass on their philanthropic values to future generations.
4. Entrepreneurs or business owners who have experienced a liquidity event, such as selling a company, and want to strategically manage their charitable giving over time.
5. Donors who prefer to have a centralized platform for managing and tracking their charitable giving, rather than making individual donations directly to multiple charities.

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